Schwab US REIT ETFSCHHETF
13F holders, Q3 2025 (September 30)539holders +22
64new positions
37sold out
4famous investors
$21.57avg. 13F price*
At the end of Q3 2025, 539 institutions reported holding Schwab US REIT ETF (SCHH) in their 13F filings, up 22 from Q2 2025. 64 opened new positions and 37 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), US Bancorp \de ($691.9M) and FMR LLC ($602.5M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US REIT ETF
- CUSIP
- 808524847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $33.1M |
| Exits | 37 | $32.0M |
All 13F filers, Q2 2025 → Q3 2025: 11,678,392 shares bought and 5,231,995 shares sold, net +6,446,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 539 holders
| Financial Engines Advisors L.L.C. | 2.35% | Add +2.8% | 57,075,509 | $1.2B |
| US Bancorp \de | 0.82% | Add +5.0% | 32,078,890 | $691.9M |
| FMR LLC | 0.03% | Add +5.7% | 27,934,116 | $602.5M |
| Creative Planning | 0.36% | Reduce -4.1% | 21,709,204 | $468.3M |
| Envestnet Portfolio Solutions, Inc. | 0.66% | Add +6.2% | 8,358,130 | $180.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -5.2% | 7,446,853 | $160.6M |
| Cerity Partners LLC | 0.09% | Reduce -0.6% | 2,635,665 | $56.9M |
| BNP Paribas Financial Markets | 0.03% | Add +420.2% | 1,734,132 | $37.4M |
| Ameriprise Financial Inc. | 0.01% | Add +5.1% | 1,704,173 | $36.7M |
| Benjamin Edwards Inc. | 0.41% | Add +7.5% | 1,679,553 | $36.2M |
| Mason Street Advisors, LLC | 3.64% | Add +9.5% | 1,627,170 | $35.1M |
| Rational Advisors, Inc. | 3.45% | Reduce -1.1% | 1,533,928 | $33.1M |
| Charles Schwab Trust Co | 1.87% | Add +6.7% | 1,276,521 | $27.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +34.1% | 1,212,307 | $26.1M |
| Moneta Group Investment Advisors LLC | 0.18% | Reduce -7.7% | 1,069,896 | $23.1M |
| BlackRock, Inc. | 0.00% | Reduce -11.3% | 1,055,459 | $22.8M |
| BlueSky Wealth Advisors, LLC | 2.88% | Add +7.0% | 990,848 | $21.4M |
| Foster & Motley Inc. | 1.12% | Add +0.7% | 960,971 | $20.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +7.8% | 849,647 | $18.3M |
| Hantz Financial Services, Inc. | 0.27% | Reduce -1.1% | 827,250 | $17.8M |
| ZynergyRetirementPlanningLLC | 10.15% | Add +2.3% | 746,401 | $16.1M |
| Betterment LLC | 0.03% | Add +11.6% | 707,629 | $15.3M |
| Pioneer Wealth Management Group | 4.85% | Add +13.7% | 696,520 | $15.0M |
| Wealthfront Advisers LLC | 0.03% | Reduce -3.7% | 640,790 | $13.8M |
| Compound Planning, Inc. | 0.44% | New | 628,872 | $13.6M |
| Pure Portfolios Holdings LLC | 4.22% | Add +6.2% | 625,013 | $13.5M |
| Principal Securities, Inc. | 0.21% | Add +19.4% | 589,221 | $12.7M |
| Elm Partners Management LLC | 0.61% | Add +63.1% | 564,041 | $12.2M |
| Courage Miller Partners, LLC | 3.33% | Add +6.5% | 514,416 | $11.1M |
| Morningstar Investment Management LLC | 0.40% | Reduce -57.2% | 508,037 | $11.0M |
| Tortoise Investment Management, LLC | 0.95% | Reduce -4.9% | 495,307 | $10.7M |
| Strategic Financial Planning, Inc. | 5.74% | Add +1.1% | 459,451 | $9.9M |
| Krilogy Financial LLC | 0.37% | Add +21.6% | 465,942 | $9.8M |
| Firestone Capital Management | 2.06% | Add +1.8% | 440,895 | $9.5M |
| Morgan Stanley | 0.00% | Add +65.0% | 426,415 | $9.2M |
| Jackson Thornton Wealth Management, LLC | 0.93% | Reduce -3.2% | 433,928 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -2.3% | 402,792 | $8.7M |
| Wealth Management Resources, Inc. | 2.78% | Add +2.0% | 398,077 | $8.6M |
| Vise Technologies, Inc. | 0.32% | Add +3.0% | 392,930 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 384,808 | $8.3M |
| UBS Group AG | 0.00% | Reduce -3.5% | 375,418 | $8.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.2% | 369,769 | $8.0M |
| Grove Bank & Trust | 0.92% | Add +13.8% | 364,834 | $7.9M |
| LPL Financial LLC | 0.00% | Add +23.4% | 345,396 | $7.5M |
| Focus Partners Wealth | 0.01% | Reduce -38.8% | 342,905 | $7.4M |
| Avior Wealth Management, LLC | 0.24% | Add +10.0% | 340,270 | $7.3M |
| Vista Capital Partners, Inc. | 0.74% | Reduce -0.1% | 336,879 | $7.3M |
| Neuberger Berman Group LLC | 0.01% | Add +0.9% | 333,978 | $7.2M |
| Sensible Financial Planning & Management, LLC. | 1.26% | Reduce -3.5% | 322,193 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.1% | 320,919 | $6.8M |
| Jones Financial Companies LLLP | 0.00% | Add +8.2% | 302,248 | $6.5M |
| National Bank of Canada | 0.01% | Reduce -5.5% | 294,926 | $6.4M |
| Cetera Investment Advisers | 0.01% | Add +37.4% | 291,748 | $6.3M |
| Passive Capital Management, LLC. | 1.98% | Add +4.6% | 281,740 | $6.1M |
| Brown Wealth Management, LLC | 1.70% | Reduce -22.0% | 281,133 | $6.1M |
| Manning & Napier Advisors LLC | 0.07% | Add +18.0% | 267,648 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +313.9% | 264,136 | $5.7M |
| WealthCollab, LLC | 2.57% | Add +1.1% | 258,304 | $5.6M |
| White & Co Financial Planning Inc | 4.10% | Add +1.7% | 252,648 | $5.4M |
| Asset Allocation Strategies LLC | 0.98% | Add +2.3% | 230,067 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +255.5% | 230,041 | $5.0M |
| Upper Left Wealth Management, LLC | 3.03% | Add +2.9% | 224,057 | $4.8M |
| CoreCap Advisors, LLC | 0.17% | Add +55.2% | 217,296 | $4.7M |
| Appleton Partners Inc. | 0.31% | Add +2.7% | 212,878 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +22.5% | 212,613 | $4.6M |
| Elevation Wealth Partners, LLC | 1.60% | Add +6.5% | 205,447 | $4.4M |
| Pure Financial Advisors, LLC | 0.07% | Add +2.6% | 203,749 | $4.4M |
| Frisco Financial Planning LLC | 3.68% | Add +7.9% | 200,091 | $4.3M |
| Omega Financial Group, LLC | 1.44% | Reduce -0.4% | 198,214 | $4.3M |
| Stanich Group LLC | 2.59% | New | 196,137 | $4.2M |
| Cypress Point Wealth Management, LLC | 0.85% | Add +10.9% | 195,361 | $4.2M |
| Fiduciary Alliance LLC | 0.27% | Add +3.8% | 188,632 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 181,947 | $3.9M |
| Smith, Moore & Co. | 0.29% | Add +3.9% | 176,750 | $3.8M |
| Moisand Fitzgerald Tamayo, LLC | 0.45% | Reduce -4.4% | 175,710 | $3.8M |
| Texas Yale Capital Corp. | 0.12% | Add +26.2% | 175,343 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -1.4% | 174,729 | $3.8M |
| RFG Holdings, Inc. | 0.93% | Add +5.7% | 166,689 | $3.6M |
| Brand Asset Management Group, Inc. | 0.98% | Add +1474.7% | 162,024 | $3.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -0.6% | 161,982 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +6412.9% | 161,586 | $3.5M |
| SWS Partners | 0.85% | Add +12.4% | 161,576 | $3.5M |
| Epiq Partners, LLC | 1.68% | Add +7.8% | 160,093 | $3.5M |
| Brooklyn FI, LLC | 0.77% | Add +1.5% | 159,813 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -21.8% | 151,994 | $3.3M |
| Clearstead Advisors, LLC | 0.05% | Add +1456.8% | 150,212 | $3.2M |
| LifePlan Investment Advisors, Inc. | 1.34% | Add +11.5% | 147,901 | $3.2M |
| Perigon Wealth Management, LLC | 0.06% | Add +3.8% | 145,735 | $3.1M |
| CIBC Bancorp USA Inc. | 0.02% | — | 141,200 | $3.0M |
| Rooted Wealth Advisors, Inc. | 0.88% | Reduce -21.9% | 134,579 | $2.9M |
| Bank of America Corp. | 0.00% | Add +12.4% | 134,323 | $2.9M |
| Midwest Trust Co | 0.04% | Add +0.2% | 131,050 | $2.8M |
| Guardian Financial Partners, LLC | 1.16% | Add +4.0% | 127,222 | $2.7M |
| Sagace Wealth Management LLC | 1.82% | Add +7.0% | 123,544 | $2.7M |
| JMG Financial Group, Ltd. | 0.08% | Add +0.8% | 122,993 | $2.7M |
| Gotham Asset Management | 0.01% | New | 116,009 | $2.5M |
| Glassy Mountain Advisors, Inc. | 0.74% | Reduce -10.8% | 113,370 | $2.4M |
| Ballast Advisors LLC | 0.66% | Add +7.1% | 110,589 | $2.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.1% | 109,708 | $2.4M |
| Madden Advisory Services, Inc. | 0.97% | Add +1.1% | 106,526 | $2.3M |
| Sachem Hill LLC | 0.45% | Reduce -14.6% | 104,351 | $2.3M |
| Koss-Olinger Consulting, LLC | 0.18% | No change | 105,540 | $2.2M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -7.3% | 103,467 | $2.2M |
| Brio Consultants, LLC | 0.30% | Add +2.8% | 101,380 | $2.2M |
| Mgo One Seven LLC | 0.05% | Add +5.7% | 101,300 | $2.2M |
| Pacific Capital Wealth Advisors, Inc. | 0.37% | Reduce -15.4% | 99,916 | $2.2M |
| Black Diamond Financial, LLC | 0.24% | Add +19.0% | 97,310 | $2.1M |
| Awm Capital, LLC | 0.19% | Add +0.3% | 95,972 | $2.1M |
| Davis Capital Management | 1.43% | — | 95,493 | $2.1M |
| Cascade Financial Partners, LLC | 0.23% | Reduce -0.0% | 93,151 | $2.0M |
| FC Advisory LLC | 0.59% | Add +1.6% | 93,122 | $2.0M |
| Debussy Capital Management LP | 0.28% | Add +19.9% | 91,622 | $2.0M |
| Patriot Investment Management Group, Inc. | 0.13% | Add +0.7% | 90,958 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.9% | 90,043 | $1.9M |
| Fairview Capital Investment Management, LLC | 0.10% | Reduce -16.1% | 89,565 | $1.9M |
| Landmark Wealth Management, LLC | 0.76% | Add +6.2% | 89,311 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | Add +0.2% | 88,687 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -6.0% | 87,464 | $1.9M |
| Alaska Wealth Advisors, LLC | 0.24% | Add +6.7% | 86,736 | $1.9M |
| Stockman Wealth Management, Inc. | 0.23% | Add +8.8% | 85,696 | $1.8M |
| Johnson Financial Group, LLC | 0.17% | No change | 85,667 | $1.8M |
| MAI Capital Management | 0.01% | Add +0.2% | 85,567 | $1.8M |
| HHM Wealth Advisors, LLC | 0.21% | Reduce -0.8% | 85,132 | $1.8M |
| RFG Advisory, LLC | 0.04% | New | 84,008 | $1.8M |
| Ramiah Investment Group | 1.58% | Add +27.5% | 82,924 | $1.8M |
| Lido Advisors, LLC | 0.01% | New | 81,719 | $1.8M |
| Independent Solutions Wealth Management, LLC | 0.31% | Add +0.6% | 81,689 | $1.8M |
| Summit Financial, LLC | 0.03% | Add +1.8% | 81,495 | $1.8M |
| SGL Investment Advisors, Inc. | 0.72% | Add +30.9% | 81,615 | $1.7M |
| Carter Financial Group, INC. | 1.00% | Add +10.7% | 76,815 | $1.7M |
| Peterson Wealth Advisors, LLC | 0.24% | Add +0.6% | 76,063 | $1.6M |
| Hexagon Capital Partners LLC | 0.32% | Add +31.1% | 74,342 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.00% | Add +4.6% | 73,900 | $1.6M |
| Wrenne Financial Planning LLC | 0.67% | Add +7.1% | 72,232 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.5% | 70,511 | $1.5M |
| Tempus Wealth Planning, LLC | 0.34% | Add +6.7% | 69,099 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +0.3% | 67,897 | $1.5M |
| Kohmann Bosshard Financial Services, LLC | 0.15% | Reduce -44.6% | 67,418 | $1.5M |
| Trillium Asset Management, LLC | 0.04% | No change | 67,289 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +11.3% | 66,247 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.1% | 65,690 | $1.4M |
| Empower Advisory Group, LLC | 0.00% | Add +0.2% | 62,954 | $1.4M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -6.8% | 60,207 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.3% | 59,394 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +49.5% | 58,897 | $1.3M |
| Breakwater Investment Management | 0.47% | Add +2.0% | 58,481 | $1.3M |
| Clearview Wealth Advisors LLC | 0.81% | Add +1.1% | 58,358 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.6% | 57,941 | $1.2M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 57,901 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -2.4% | 58,552 | $1.2M |
| IFG Advisors, LLC | 0.20% | Reduce -4.5% | 57,349 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 55,651 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.0% | 55,571 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 53,851 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Add +2.7% | 52,827 | $1.1M |
| Lederer & Associates Investment Counsel | 0.73% | Add +0.5% | 51,995 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Add +12.2% | 50,403 | $1.1M |
| Curbstone Financial Management Corp | 0.20% | No change | 49,332 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +37.3% | 48,724 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +50.1% | 48,210 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.2% | 47,233 | $1.0M |
| Bestgate Wealth Advisors, LLC | 1.80% | Add +2.5% | 47,176 | $1.0M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -29.4% | 47,166 | $1.0M |
| Csenge Advisory Group | 0.05% | New | 45,559 | $983K |
| Stonegate Investment Group, LLC | 0.02% | No change | 45,250 | $976K |
| North Forty Two & Co. | 0.94% | Reduce -1.8% | 44,424 | $958K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +43.2% | 44,603 | $954K |
| Comprehensive Money Management Services LLC | 0.66% | Add +11.0% | 43,104 | $930K |
| Winthrop Capital Management, LLC | 0.22% | Add +0.1% | 42,143 | $909K |
| Gradient Capital Advisors, LLC | 0.24% | Reduce -2.4% | 42,015 | $906K |
| Murphy & Mullick Capital Management Corp | 0.66% | Reduce -0.3% | 41,541 | $896K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +40476.5% | 41,388 | $893K |
| Truist Financial Corp. | 0.00% | Add +142.6% | 40,937 | $883K |
| IFP Advisors, Inc | 0.02% | Add +12.8% | 40,799 | $880K |
| Aletheian Wealth Advisors LLC | 0.40% | Reduce -2.5% | 39,568 | $853K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -17.7% | 38,889 | $832K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 38,373 | $828K |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 38,114 | $822K |
| Roble, Belko & Company, Inc | 0.11% | Reduce -1.8% | 38,026 | $820K |
| Fund Evaluation Group, LLC | 0.03% | Reduce -2.6% | 37,309 | $805K |
| Parkside Financial Bank & Trust | 0.06% | Reduce -1.8% | 37,236 | $803K |
| Forza Wealth Management, LLC | 0.29% | Reduce -2.5% | 35,633 | $769K |
| Wakefield Asset Management LLLP | 0.21% | Add +7.0% | 35,074 | $757K |
| Mission Wealth Management, LP | 0.02% | Add +5.8% | 35,015 | $755K |
| WealthShield Partners, LLC | 0.09% | Add +3.3% | 34,964 | $754K |
| WT Wealth Management | 0.21% | Add +56.5% | 34,375 | $741K |
| Christensen, King & Associates Investment Services, Inc. | 0.32% | Add +0.1% | 34,360 | $741K |
| Integral Investment Advisors, Inc. | 0.20% | Reduce -4.5% | 34,357 | $741K |
| Bank of New York Mellon Corp | 0.00% | Add +49.5% | 34,190 | $737K |
| Yoder Wealth Management, Inc. | 0.34% | Add +15.4% | 33,652 | $726K |
| Juncture Wealth Strategies, LLC | 0.24% | Reduce -0.8% | 33,404 | $721K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.3% | 33,281 | $718K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -7.6% | 33,233 | $717K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.9% | 33,203 | $716K |
| Focus Financial Network, Inc. | 0.02% | Reduce -2.8% | 32,236 | $695K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -2.1% | 32,129 | $693K |
| JFG Wealth Management, LLC | 0.14% | Reduce -0.9% | 32,022 | $691K |
| Foster Group, Inc. | 0.02% | Add +0.7% | 31,479 | $679K |
| Liberty Capital Management, Inc. | 0.12% | Add +2.8% | 30,629 | $661K |
| BCS Wealth Management | 0.15% | Reduce -25.3% | 30,375 | $655K |
| Corient Private Wealth LP | 0.00% | Reduce -42.9% | 30,068 | $649K |
| Evergreen Capital Management LLC | 0.02% | Add +0.0% | 29,959 | $646K |
| Capital Insight Partners, LLC | 0.11% | Reduce -16.4% | 29,940 | $646K |
| M Wealth Management, LLC | 0.57% | Reduce -2.6% | 29,935 | $646K |
| Goldman Sachs Group Inc. | 0.00% | Add +30.8% | 29,609 | $639K |
| Certuity, LLC | 0.04% | Reduce -4.5% | 29,539 | $637K |
| Interactive Financial Advisors, Inc. | 0.34% | Reduce -7.5% | 28,872 | $623K |
| Roundview Capital LLC | 0.04% | Reduce -9.5% | 28,862 | $623K |
| Tanglewood Wealth Management, Inc. | 0.06% | No change | 28,507 | $615K |
| Natixis Advisors, LLC | 0.00% | Add +20.1% | 28,470 | $614K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.2% | 28,295 | $610K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.12% | Add +24.0% | 28,176 | $608K |
| EWG Elevate Inc. | 0.19% | Add +6.5% | 27,894 | $602K |
| Everhart Financial Group, Inc. | 0.06% | Add +0.4% | 27,731 | $598K |
| Atria Investments, Inc | 0.01% | Add +30.9% | 27,384 | $591K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 27,270 | $588K |
| Vanguard Group Inc. | 0.00% | Reduce -0.9% | 27,182 | $586K |
| Prospect Financial Group LLC | 0.57% | Add +4.3% | 26,898 | $580K |
| Droms Strauss Advisors Inc. /Mo/ | 0.17% | Reduce -6.7% | 26,558 | $573K |
| Valued Wealth Advisors LLC | 0.27% | Reduce -2.3% | 26,517 | $572K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -65.7% | 26,027 | $560K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.2% | 25,924 | $559K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 25,890 | $558K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 25,746 | $555K |
| Carrera Capital Advisors | 0.10% | Add +0.7% | 25,546 | $551K |
| Friedenthal Financial | 0.28% | Reduce -0.1% | 25,094 | $541K |
| Bigelow Investment Advisors, LLC | 0.22% | Reduce -22.1% | 24,744 | $534K |
| Bluestem Financial Advisors, LLC | 0.21% | Add +8.2% | 24,647 | $532K |
| Human Investing LLC | 0.08% | Reduce -2.3% | 24,585 | $530K |
| Waverly Advisors, LLC | 0.01% | Reduce -15.9% | 24,395 | $526K |
| Grey Fox Wealth Advisors, LLC | 0.11% | Reduce -0.5% | 24,334 | $525K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -0.0% | 24,164 | $521K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +18.2% | 24,099 | $520K |
| Watershed Private Wealth LLC | 0.16% | Reduce -0.2% | 24,078 | $519K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Add +0.1% | 24,057 | $519K |
| Bailard, Inc. | 0.01% | No change | 23,974 | $517K |
| Greenwood Capital Associates LLC | 0.06% | Add +40.0% | 23,924 | $516K |
| Root Financial Partners, LLC | 0.03% | Add +11.0% | 23,756 | $512K |
| Tradition Wealth Management, LLC | 0.04% | Add +0.0% | 23,350 | $504K |
| Natixis | 0.00% | No change | 23,131 | $495K |
| Medallion Wealth Advisors, LLC | 0.18% | Add +4.0% | 22,860 | $493K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -2.5% | 22,833 | $493K |
| Commerce Bank | 0.00% | Reduce -2.8% | 22,550 | $486K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -35.1% | 22,396 | $483K |
| Simplicity Wealth,LLC | 0.03% | New | 22,156 | $478K |
| IVC Wealth Advisors LLC | 0.21% | Add +11.9% | 22,020 | $475K |
| Stableford Capital II LLC | 0.17% | Add +2.5% | 21,943 | $473K |
| Waterloo Capital, L.P. | 0.04% | Add +0.2% | 21,905 | $472K |
| Lee Financial Co | 0.06% | Reduce -5.7% | 21,641 | $467K |
| AlphaCore Capital LLC | 0.02% | Add +6.5% | 21,591 | $466K |
| Rakuten Investment Management, Inc. | 0.00% | — | 21,420 | $459K |
| Luts & Greenleigh Group, Inc. | 0.41% | No change | 21,200 | $457K |
| NorthCoast Asset Management LLC | 0.00% | Add +2.3% | 21,156 | $456K |
| Portland Financial Advisors Inc | 0.97% | No change | 21,000 | $453K |
| Discipline Wealth Solutions, LLC | 0.12% | Add +0.7% | 20,743 | $447K |
| Aegis Wealth Management LLC | 0.24% | Reduce -13.0% | 20,547 | $443K |
| OneDigital Investment Advisors LLC | 0.00% | Add +20.2% | 20,443 | $441K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -2.5% | 19,925 | $430K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 19,850 | $428K |
| Nwam LLC | 0.02% | Add +2.0% | 19,756 | $427K |
| Bangor Savings Bank | 0.04% | Reduce -0.9% | 19,634 | $424K |
| HBK Sorce Advisory LLC | 0.01% | Add +2.2% | 19,687 | $423K |
| WBH Advisory Inc. | 0.03% | Add +1.6% | 19,575 | $422K |
| Cordant, Inc. | 0.19% | Add +2.4% | 19,440 | $419K |
| Fonville Wealth Management LLC | 0.09% | Reduce -0.0% | 19,123 | $412K |
| Elser Financial Planning, Inc | 0.49% | Reduce -17.4% | 18,768 | $403K |
| Heritage Financial Services, LLC | 0.04% | Reduce -0.4% | 18,456 | $398K |
| Hardin Capital Partners, LLC | 0.21% | Add +5.1% | 18,315 | $395K |
| Whelan Financial | 0.12% | Reduce -1.6% | 18,270 | $394K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -2.6% | 17,834 | $385K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +0.4% | 17,410 | $376K |
| Savant Capital, LLC | 0.00% | Add +13.3% | 17,305 | $373K |
| Integrated Advisors Network LLC | 0.02% | Reduce -3.0% | 17,229 | $372K |
| Western Wealth Management, LLC | 0.02% | Add +0.4% | 17,018 | $367K |
| VSM Wealth Advisory, LLC | 0.11% | Reduce -3.9% | 16,942 | $365K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.3% | 16,874 | $364K |
| Laraway Financial Advisors Inc | 0.25% | Reduce -0.8% | 16,853 | $364K |
| Creative Financial Designs Inc. | 0.02% | Add +11.8% | 16,850 | $363K |
| Phocas Financial Corp. | 0.05% | No change | 16,411 | $354K |
| Keystone Global Partners, LLC | 0.18% | No change | 16,288 | $351K |
| Values Added Financial LLC | 0.16% | Reduce -42.5% | 16,223 | $350K |
| Park Avenue Securities LLC | 0.00% | Add +46.0% | 15,980 | $345K |
| Strata Wealth Advisors, LLC | 0.09% | No change | 15,819 | $341K |
| Advantage Trust Co | 0.15% | No change | 15,740 | $340K |
| Citigroup Inc. | 0.00% | Reduce -22.3% | 15,723 | $339K |
| OneAscent Financial Services LLC | 0.02% | Reduce -0.4% | 15,640 | $337K |
| Red Door Wealth Management, LLC | 0.04% | Add +7.9% | 15,494 | $334K |
| Thompson Investment Management, Inc. | 0.04% | Add +5.2% | 15,469 | $334K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.2% | 15,432 | $333K |
| Trivium Point Advisory, LLC | 0.03% | Add +33.4% | 15,313 | $330K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -43.9% | 15,251 | $329K |
| PFG Advisors | 0.01% | New | 15,179 | $327K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.8% | 14,931 | $322K |
| Foundations Investment Advisors, LLC | 0.00% | New | 14,717 | $317K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +0.7% | 14,689 | $317K |
| Ariadne Wealth Management, LP | 0.14% | No change | 14,950 | $316K |
| Websterrogers Financial Advisors, LLC | 0.09% | Add +0.1% | 14,579 | $314K |
| Rinkey Investments | 0.08% | New | 14,560 | $314K |
| Alpha Omega Wealth Management LLC | 0.05% | No change | 14,499 | $313K |
| AQR Capital Management | 0.00% | Add +21.0% | 14,326 | $309K |
| Aurora Investment Managers, LLC. | 0.16% | Add +19.1% | 14,035 | $303K |
| Allen Capital Group, LLC | 0.03% | Add +0.8% | 13,599 | $293K |
| Kelman-Lazarov, Inc. | 0.04% | New | 13,476 | $291K |
| Northern Trust Corp. | 0.00% | New | 13,467 | $290K |
| Cypress Financial Planning LLC | 0.09% | Add +5.0% | 13,454 | $290K |
| Cambridge Advisors Inc. | 0.06% | Reduce -5.5% | 13,083 | $282K |
| Cobblestone Capital Advisors LLC | 0.01% | Add +1.3% | 12,810 | $276K |
| FF Advisors,LLC | 0.13% | No change | 12,751 | $275K |
| Rothschild Wealth LLC | 0.06% | New | 12,673 | $273K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.12% | New | 12,661 | $273K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 12,658 | $273K |
| Embree Financial Group | 0.04% | Reduce -28.3% | 12,432 | $268K |
| REDW Wealth LLC | 0.10% | Add +0.0% | 12,405 | $268K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +9.3% | 12,349 | $266K |
| Rialto Wealth Management, LLC | 0.07% | Reduce -3.4% | 12,181 | $263K |
| Pine Haven Investment Counsel, Inc | 0.19% | Add +5.7% | 11,991 | $259K |
| Garde Capital, Inc. | 0.01% | Reduce -3.4% | 11,977 | $258K |
| Meridian Wealth Management, LLC | 0.01% | Add +3.7% | 11,849 | $256K |
| United Advisor Group, LLC | 0.03% | New | 11,620 | $251K |
| CAP Partners, LLC | 0.14% | Add +0.5% | 11,618 | $251K |
| Invst, LLC | 0.03% | New | 11,462 | $247K |
| Fortress Wealth Management, Inc. | 0.11% | Add +2.6% | 11,372 | $245K |
| Moss Adams Wealth Advisors LLC | 0.02% | No change | 11,307 | $244K |
| Ascension Capital Advisors, Inc. | 0.09% | No change | 11,244 | $243K |
| Mason Investment Advisory Services, Inc. | 0.01% | No change | 11,165 | $241K |
| XTX Topco Ltd | 0.01% | New | 10,898 | $235K |
| Lewis Asset Management, LLC | 0.10% | Add +1.1% | 10,877 | $235K |
| Poinciana Advisors Group, LLC | 0.20% | New | 10,784 | $233K |
| IFG Advisory, LLC | 0.01% | Reduce -5.1% | 10,755 | $232K |
| Family Legacy Financial Solutions, LLC | 0.18% | Reduce -7.6% | 10,743 | $232K |
| Skyline Advisors, Inc. | 0.08% | No change | 10,736 | $232K |
| Tudor Investment Corporation | 0.00% | Reduce -97.4% | 10,621 | $229K |
| Cwm, LLC | 0.00% | Reduce -11.0% | 10,599 | $229K |
| Bridgewater Advisors Inc. | 0.02% | Reduce -2.1% | 10,722 | $225K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,362 | $224K |
| Perissos Private Wealth Management, LLC | 0.16% | Reduce -1.1% | 10,329 | $223K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 10,250 | $221K |
| MIdWestOne Financial Group, Inc. | 0.03% | No change | 10,244 | $221K |
| Brighton Jones LLC | 0.01% | Reduce -3.4% | 10,175 | $219K |
| Cura Wealth Advisors, LLC | 0.08% | New | 10,092 | $218K |
| Bensler, LLC | 0.02% | Reduce -12.3% | 10,051 | $217K |
| MB Generational Wealth, LLC | 0.14% | — | 10,047 | $217K |
| Facet Wealth, Inc. | 0.00% | New | 9,991 | $216K |
| Pathstone Holdings, LLC | 0.00% | New | 9,896 | $213K |
| Swmg, LLC | 0.06% | New | 9,741 | $212K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -31.4% | 9,788 | $211K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.4% | 9,666 | $208K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -76.3% | 9,605 | $207K |
| Palisades Hudson Asset Management, L.P. | 0.07% | Add +0.5% | 9,554 | $206K |
| Dodds Wealth, LLC | 0.05% | Add +0.1% | 9,544 | $206K |
| AdvisorNet Financial, Inc | 0.01% | Add +4.3% | 9,322 | $201K |
| Larson Financial Group LLC | 0.01% | Reduce -11.6% | 9,150 | $197K |
| Glenmede Investment Management, LP | 0.00% | Reduce -2.9% | 8,615 | $186K |
| Ameritas Investment Partners, Inc. | 0.01% | New | 8,057 | $174K |
| Heartwood Wealth Advisors LLC | 0.02% | New | 7,983 | $172K |
| Clear Investment Research, LLC | 0.23% | No change | 7,959 | $172K |
| JDM Financial Group LLC | 0.07% | Add +130.1% | 7,933 | $171K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.5% | 7,745 | $167K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +3.3% | 7,472 | $161K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 6,220 | $134K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 6,203 | $134K |
| LGT Financial Advisors LLC | 0.28% | New | 6,096 | $131K |
| AE Wealth Management LLC | 0.00% | Add +34.5% | 5,787 | $125K |
| CENTRAL TRUST Co | 0.00% | Reduce -50.3% | 5,485 | $118K |
| MJT & Associates Financial Advisory Group, Inc. | 0.09% | Reduce -14.8% | 5,410 | $117K |
| Comerica Bank | 0.00% | Reduce -36.7% | 5,360 | $116K |
| Blair William & Co. | 0.00% | Reduce -2.9% | 5,179 | $112K |
| Capital Analysts, LLC | 0.00% | Add +43.8% | 5,023 | $108K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -33.5% | 4,970 | $107K |
| Ancora Advisors LLC | 0.00% | Add +68.3% | 4,953 | $107K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -22.6% | 4,440 | $96K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +4.4% | 4,033 | $87K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 3,900 | $84K |
| Private Trust Co. NA | 0.01% | Add +62.4% | 3,734 | $81K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.1% | 3,647 | $79K |
| Global Retirement Partners, LLC | 0.00% | Add +2.3% | 3,534 | $76K |
| Blume Capital Management, Inc. | 0.01% | No change | 3,530 | $76K |
| Front Row Advisors LLC | 0.02% | Reduce -8.3% | 3,285 | $71K |
| Harbour Investments, Inc. | 0.00% | Add +19.5% | 3,157 | $68K |
| Advisory Services Network, LLC | 0.00% | New | 3,126 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +358.6% | 3,027 | $65K |
| Citizens National Bank Trust Department | 0.01% | No change | 3,023 | $65K |
| Optimum Investment Advisors | 0.02% | Add +5.0% | 2,893 | $62K |
| SRH Advisors, LLC | 0.02% | Add +0.5% | 2,612 | $56K |
| Covestor Ltd | 0.03% | Add +10.1% | 2,579 | $56K |
| Hoey Investments, Inc. | 0.01% | Add +434.8% | 2,460 | $53K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -0.3% | 2,400 | $52K |
| Independence Bank of Kentucky | 0.01% | No change | 2,321 | $50K |
| CVA Family Office, LLC | 0.01% | Add +0.1% | 1,948 | $42K |
| Gables Capital Management Inc. | 0.02% | No change | 1,908 | $41K |
| Grey Ledge Advisors, LLC | 0.01% | Reduce -84.8% | 1,846 | $40K |
| Fifth Third Bancorp | 0.00% | Reduce -9.5% | 1,633 | $35K |
| Signaturefd, LLC | 0.00% | Add +6.6% | 1,573 | $34K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -83.1% | 1,562 | $34K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,536 | $33K |
| Cloud Capital Management, LLC | 0.02% | New | 1,500 | $32K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -94.5% | 1,460 | $31K |
| Crewe Advisors LLC | 0.00% | No change | 1,402 | $30K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +73.5% | 1,270 | $27K |
| Blue Trust, Inc. | 0.00% | New | 1,223 | $26K |
| Webster Bank, N. A. | 0.00% | No change | 1,212 | $26K |
| Asset Dedication, LLC | 0.00% | No change | 1,205 | $26K |
| Palisade Asset Management, LLC | 0.00% | New | 1,144 | $25K |
| Lanark Financial, Inc. | 0.00% | Add +0.5% | 1,115 | $24K |
| Tompkins Financial Corp. | 0.00% | No change | 1,106 | $24K |
| Birchbrook, Inc. | 0.01% | Add +0.8% | 1,053 | $23K |
| Noble Wealth Management PBC | 0.01% | — | 983 | $21K |
| Abound Wealth Management | 0.01% | Reduce -50.9% | 953 | $21K |
| Pacific Center for Financial Services | 0.01% | New | 929 | $20K |
| Fairway Wealth LLC | 0.01% | Add +6.0% | 922 | $20K |
| Wealthspire Advisors, LLC | 0.00% | New | 918 | $20K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -4.7% | 895 | $19K |
| Howe & Rusling Inc. | 0.00% | Reduce -72.7% | 887 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -34.1% | 883 | $19K |
| McIlrath & Eck, LLC | 0.00% | Add +0.6% | 879 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +283.7% | 775 | $17K |
| Trust Co. of Vermont | 0.00% | No change | 748 | $16K |
| Financial Consulate, Inc. | 0.00% | New | 742 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 733 | $16K |
| Investors Research Corp | 0.00% | Add +0.1% | 720 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 637 | $14K |
| Golden State Wealth Management, LLC | 0.00% | No change | 621 | $13K |
| CX Institutional | 0.00% | Add +0.3% | 580 | $13K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +27.4% | 591 | $13K |
| Truvestments Capital LLC | 0.00% | New | 588 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 560 | $12K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 557 | $12K |
| Chesapeake Asset Management LLC | 0.01% | New | 532 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.4% | 530 | $11K |
| Aventura Private Wealth, LLC | 0.00% | No change | 524 | $11K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 502 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 456 | $10K |
| Sound Income Strategies, LLC | 0.00% | Reduce -40.4% | 451 | $10K |
| Bfsg, LLC | 0.00% | Add +16.5% | 438 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 430 | $9K |
| Caldwell Trust Co | 0.00% | New | 424 | $9K |
| Bellevue Asset Management, LLC | 0.00% | Add +0.7% | 423 | $9K |
| Valley National Advisers Inc. | 0.00% | No change | 421 | $9K |
| Bessemer Group Inc. | 0.00% | New | 432 | $9K |
| MCF Advisors LLC | 0.00% | Add +16.0% | 413 | $9K |
| Key Financial Inc | 0.00% | No change | 381 | $8K |
| Main Street Group, LTD | 0.00% | No change | 380 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 357 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 365 | $8K |
| Abich Financial Wealth Management LLC | 0.00% | — | 360 | $8K |
| REAP Financial Group, LLC | 0.00% | New | 353 | $8K |
| First Command Advisory Services, Inc. | 0.00% | New | 339 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.9% | 325 | $7K |
| Smithfield Trust Co | 0.00% | No change | 312 | $7K |
| PFS Partners, LLC | 0.00% | New | 323 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | Reduce -2.6% | 304 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 300 | $6K |
| Marquette Associates, Inc. | 0.01% | Add +0.7% | 297 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 296 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 279 | $6K |
| Mma Asset Management LLC | 0.00% | New | 274 | $6K |
| Bank of Montreal | 0.00% | No change | 272 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 271 | $6K |
| Prestige Wealth Management Group LLC | 0.00% | Add +0.8% | 253 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -2.7% | 250 | $5K |
| Arlington Trust Co LLC | 0.00% | No change | 242 | $5K |
| Promus Capital, LLC | 0.00% | No change | 240 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 235 | $5K |
| Tsfg, LLC | 0.00% | No change | 228 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 230 | $5K |
| Eastern Bank | 0.00% | No change | 229 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 224 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 220 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 211 | $4K |
| Tidemark, LLC | 0.00% | Add +1.0% | 204 | $4K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.1% | 192 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +183.6% | 190 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 185 | $4K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 184 | $4K |
| Integrity Financial Corp | 0.00% | New | 182 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +12.7% | 160 | $3K |
| Sachetta, LLC | 0.00% | No change | 156 | $3K |
| Binnacle Investments Inc | 0.00% | No change | 149 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 143 | $3K |
| Sellwood Investment Partners LLC | 0.00% | Add +47.9% | 142 | $3K |
| Archer Investment Corp | 0.00% | Add +0.8% | 135 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 130 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.2% | 127 | $3K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 121 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | New | 121 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 120 | $3K |
| IMA Advisory Services, Inc. | 0.00% | No change | 116 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 115 | $2K |
| ORG Partners LLC | 0.00% | No change | 113 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 105 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 85 | $2K |
| City State Bank | 0.00% | No change | 85 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 80 | $2K |
| Atmos Advisory, LLC | 0.00% | No change | 78 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 76 | $2K |
| Team Financial Group, LLC | 0.00% | Add +1.4% | 73 | $2K |
| Chilton Capital Management LLC | 0.00% | New | 70 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 70 | $2K |
| Spire Wealth Management | 0.00% | No change | 69 | $1K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 68 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 67 | $1K |
| 1 North Wealth Services LLC | 0.00% | No change | 63 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 61 | $1K |
| West Oak Capital, LLC | 0.00% | Add +169.4% | 5,996 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 55 | $1K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -93.4% | 54 | $1K |
| Midwest Capital Advisors, LLC | 0.00% | New | 53 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 51 | $1K |
| Essential Partners LLC | 0.00% | Reduce -87.3% | 51 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 50 | $1K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $949 |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +2050.0% | 43 | $928 |
| Solstein Capital, LLC | 0.00% | No change | 40 | $863 |
| MTM Investment Management, LLC | 0.00% | No change | 39 | $841 |
| Smartleaf Asset Management LLC | 0.00% | Add +169.2% | 35 | $750 |
| Game Plan Financial Advisors, LLC | 0.00% | Add +625.0% | 29 | $626 |
| Dunhill Financial, LLC | 0.00% | No change | 26 | $561 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 24 | $522 |
| Global Wealth Strategies & Associates | 0.00% | New | 24 | $518 |
| Robinswood Financial LLC | 0.00% | No change | 22 | $477 |
| Founders Financial Alliance, LLC | 0.00% | No change | 22 | $475 |
| TD Private Client Wealth LLC | 0.00% | Add +83.3% | 22 | $475 |
| HighMark Wealth Management LLC | 0.00% | New | 21 | $449 |
| Maryland Capital Advisors Inc. | 0.00% | Add +38.5% | 18 | $389 |
| Oakworth Capital, Inc. | 0.00% | Reduce -82.5% | 17 | $367 |
| Financial Management Professionals, Inc. | 0.00% | Reduce -93.8% | 16 | $345 |
| Peachtree Investment Partners, LLC | 0.00% | No change | 15 | $330 |
| Graney & King, LLC | 0.00% | No change | 14 | $294 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -7.1% | 13 | $291 |
| Kilter Group LLC | 0.00% | Reduce -23.1% | 10 | $217 |
| Compass Financial Services Inc | 0.00% | New | 8 | $174 |
| Chapman Financial Group, LLC | 0.00% | New | 7 | $151 |
| Crews Bank & Trust | 0.00% | New | 5 | $108 |
| Bear Mountain Capital, Inc. | 0.00% | New | 4 | $87 |
| Tucker Asset Management LLC | 0.00% | Reduce -97.7% | 2 | $43 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 2 | $41 |
| North Capital, Inc. | 0.00% | Add +0.0% | 1 | $22 |
| Kings Path Partners LLC | 0.00% | No change | 1 | $19 |
| Avion Wealth | 0.00% | No change | 20 | $0 |
"% of holder's portfolio" is SCHH's weight in each manager's 13F, not the share of Schwab US REIT ETF the manager owns.